Fully Customizable Courseware For Trainers

Intuit QuickBooks 2008: Expert

DOWNLOAD A FREE SAMPLE

Easily edit and rebrand as your own

$495.00

Intuit QuickBooks 2008 Expert explores the latest update to a favorite program among accountants and business users. Whether you’re using QuickBooks for the first time, or have been using it for years, this four-level course (written by a QuickBooks ProAdvisor) will help you make the most of QuickBooks 2008’s exciting features.

Highlights of this courseware include complete coverage of the EasyStep Interview, a discussion of online banking with QuickBooks, and an overview of the Business Planner. Participants will also receive daily, weekly, monthly, quarterly, and annual checklists.

System Security

This section will explore how to manage QuickBooks data; set up QuickBooks for multiple users; import, export, back up, and restore files; and create an accountant’s copy.

Advanced Account Tasks

Next, participants will learn how to use asset, liability, and equity accounts; prepare sales tax; and wrap things up at year’s end.

Using the Business Planner

Participants will learn how to use the Business Planner to generate reports, graphs, and a business plan.

Supplemental Checklists

To conclude the course, participants will receive daily, weekly, monthly, quarterly, and annual checklists to help them keep on top of QuickBooks tasks.

As always, all of Velsoft’s courseware and accompanying training material is ready to Download and is completely customizable!

Section 1: Working with Payroll and Time Tracking

Lesson 1.1: Payroll Reports

Overview of Reports

Employee QuickReport

Payroll Summary by Employee

Payroll Liability Report

Exporting Data to Excel

Step-By-Step

Skill Sharpener

Lesson 1.2: Time Tracking, Part 1

Turn On Time Tracking

Using Weekly Timesheets

Entering Single Activities

Viewing Unbilled Time

Step-By-Step

Skill Sharpener

Lesson 1.3: Time Tracking, Part 2

Invoicing Unbilled Time

Using Online Timesheets

Tracking Time with Outlook

Time Tracking Reports

Step-By-Step

Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: System Security

Lesson 2.1: Protecting Your Data

Backing up Your Company File

Restoring Your Company File

Creating a Portable Company File

Verifying Data

Rebuilding Data

Cleaning Up Data

Step-By-Step

Skill Sharpener

Lesson 2.2: Setting up Users

Opening the User List

Creating a User

Editing a User

Deleting a User

Changing Passwords

Working in a Multi-User Environment

Step-By-Step

Skill Sharpener

Lesson 2.3: Working with Files

Importing Files

Exporting Files

Synchronizing Outlook Contacts

Converting from Another Program

Step-By-Step

Skill Sharpener

Lesson 2.4: The Accountant's Copy

About the Accountant's Copy

Creating an Accountant's Copy

Importing an Accountant's Copy

Canceling an Accountant's Copy

Converting the Accountant's Copy to a QBW File

Step-By-Step

Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Advanced Account Tasks

Lesson 3.1: Asset Accounts

What is an Asset Account?

Creating an Asset Account

Purchasing a Fixed Asset

Viewing the Fixed Asset Item List

Entering Depreciation

Step-By-Step

Skill Sharpener

Lesson 3.2: Liability and Equity Accounts

Current Term vs. Long Term

Adding Liability Accounts

Recording Investments by Owners

Recording Payments to Owners

Repaying Liabilities

Step-By-Step

Skill Sharpener

Lesson 3.3: Preparing Sales Tax

Setting Sales Tax Preferences

Viewing the Tax Code List

Setting Tax Codes for Items and Customers

Using Sales Tax Reports

Adjusting Tax Due

Remitting Sales Tax

Step-By-Step

Skill Sharpener

Lesson 3.4: Year-End Activities

Preparing for Year-End

Preparing for Tax Time

Processing Payroll Forms

Paying Estimated Income Taxes

Closing the Books

Step-By-Step

Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Business Plans

Lesson 4.1: Using the Business Planner

Opening the Business Planner

Understanding the Business Planner Interface

Using the Welcome Screen

Getting Help

Closing the Business Planner

Step-By-Step

Skill Sharpener

Lesson 4.2: Entering Information

Entering Company Information

Entering Income Details

Entering Expense Details

Completing the Interview

Step-By-Step

Skill Sharpener

Lesson 4.3: Viewing the Plan

Understanding the Interface

Choosing a Section

Viewing an Example

Using the Topic Guide

Writing Your Plan

Step-By-Step

Skill Sharpener

Lesson 4.4: Planner Tools

Generating Reports

Generating Graphs

Checking Your Spelling

Setting the Plan Format

Step-By-Step

Skill Sharpener

Lesson 4.5: Finishing the Plan

Using Print Preview

Printing the Business Plan

Printing the Topic Guide

Backing Up Your Plan

Restoring a Plan

Step-By-Step

Skill Sharpener

Section 4: Case Study

Section 4: Review Questions

Section 5: Supplemental Checklists

Index

Everything you need to deliver amazing training

Each courseware title is a trainers' kit that comes with the following course components:

Instructor Guide

Velsoft Instructor Guides are the core of each training course. Our Instructor Guides lay out the training in simple, easy-to-follow instructions. You can also customize the Instructor Guides in order to personalize your training.

Student Manual

Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the ?student? version of the course you will be teaching.

Exercise Workbook

Velsoft offers an Exercise Workbook (also customizable) that is specific to the course you are offering. You can choose whether this is something you would like to present to your students.

Sample Files

Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.

PowerPoint Deck

Courseware from Velsoft is designed to give you everything you need for use in the classroom or for your workshop. This includes the PowerPoint versions of all the courses, prepared for you in advance.

Quick Reference Guide

Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes the most important elements in each courseware title down to two pages.

Fully Customizable

Make any changes you like including easily taking our branding off and replacing it with yours.

Unlimited Users

Train as many participants at your location as you like - forever!

Unlimited Printing Rights

Print-on-demand only what you need for as many participants with no limits.

No Annual Renewal Fees

One-off pricing. Never pay again to use the materials.

Your 2025 Training Calendar is Here—FREE to Download!

52 weeks outlined of structured employee training and development for your team. Customize to suit your specific goals and training requirements.
Your privacy is important to us. For more information, take a look at our Privacy Policy.

Choose from 81 courses available in Articulate Storyline (.story) format.

  • Social Selling for Small Businesses
  • 10 Minute Presentation
  • Successfully Managing Change
  • Performance Management: Managing Employee Performance
  • Building Better Teams
  • Anger Management: Understanding Anger
  • Conflict Resolution: Getting Along in the Workplace
  • Hiring for Success: Behavioral Interviewing Techniques
  • Creating a Top Notch Talent Management Program
  • Conducting Effective Performance Reviews
  • Stress Management
  • Managing Customer Service
  • Closing the Generation Gap in the Workplace
  • Accounting Skills for the New Supervisor
  • Onboarding: The Essential Rules for a Successful Onboarding Program
  • Employee Recognition: Appreciating Your Workforce
  • Creativity In The Workplace
  • Diversity, Equity, and Inclusion
  • Unconscious Bias
  • Becoming Management Material
  • Coaching and Mentoring
  • Motivation Training: Motivating Your Workforce
  • The ABCs of Supervising Others
  • The Professional Supervisor
  • Delegation: The Art of Delegating Effectively
  • Team Building: Developing High Performance Teams
  • Meeting Management: The Art of Making Meetings Work
  • Leadership Skills for Supervisors
  • Managing Difficult Conversations
  • Giving Effective Feedback
  • Managing the Virtual Workplace
  • Managing Across Cultures
  • Women Leadership: Owning Your Strengths and Skills
  • Dealing With Difficult People
  • Vendor Management Essentials
  • How to Become a Leader with Integrity
  • Corrective Action
  • Project Management Principles and Performance Domains
  • Advanced Writing Skills
  • Public Speaking: Presentation Survival School
  • Emotional Intelligence
  • Communication Strategies
  • Critical Elements of Customer Service
  • Skills for the New Employee
  • Business Etiquette: Gaining that Extra Edge
  • Conquering Your Fear of Speaking in Public
  • Time Management
  • Business Writing That Works
  • Critical Thinking
  • Goal Setting
  • Personal Brand: Maximizing Personal Impact
  • Self Leadership
  • Managing Pressure and Maintaining Balance
  • Active Listening
  • Fostering Innovation
  • Delivering Dynamic Virtual Presentations
  • Entrepreneurship 101
  • Workplace Harassment: What It is and What to Do About It
  • Workplace Violence: How to Manage Anger and Violence in the Workplace
  • Lean Process Improvement
  • Employee Accountability
  • Disability Awareness: Working with People with Disabilities
  • Crisis Management
  • Strategic Planning
  • Continuous Improvement with Lean
  • Creating a Positive Work Environment
  • Developing a Safety Procedures Manual
  • Beyond Workplace Politics
  • Digital Transformation
  • GDPR Readiness: Creating a Data Privacy Plan
  • Cybersecurity Fundamentals
  • Respect In The Workplace
  • Advanced Skills for the Practical Trainer
  • Facilitation Skills
  • Survival Skills for the New Trainer
  • Using Activities to Make Training Fun
  • Developing a Training Needs Analysis
  • Measuring Training Results
  • Risk Management
  • Safety in the Workplace

Download a Free Sample

Your privacy is important to us. For more information, take a look at our Privacy Policy.